Stock Club Podcast

The Stock Club Podcast by MyWallSt

Join the MyWallSt investing team as they sit down to chat about the companies and strategies that shape their investing life. This Stock Club is for everyone!

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The New Space Race

With both Branson and Bezos blasting off from earth within the past two weeks, it’s fair to say that the 21st-century space race is starting to heat up. Listen in as the MyWallSt team discuss the main players in the industry — Virgin GalacticBlue Origin, and SpaceX — and figure out what each has to offer. In this episode, we also:

  • Look at Apple’s move into the buy now, pay later (BNPL) space.
  • Discuss Zoom’s $14.7 billion acquisition of Five9.
  • Pick the two companies whose earnings reports we’re most looking forward to seeing.

If you want to catch up with all the latest analyses in MyWallSt — including the brand new stock we added to our shortlist this week — start your free trial with MyWallSt here.

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How has Robinhood impacted the financial markets?

This past week saw Robinhood release its S-1 as it prepares to go public. The document revealed the company’s questionable sources of revenue, 6% of which was derived from Dogecoin transactions this past quarter. Taking everything into account, has Robinhood had a positive or negative impact on the financial markets?

In this episode we also: 

  • Discuss why Instagram is trying to look more like TikTok.
  • Breakdown Duolingo’s S-1.
  • And ask should pre-revenue companies be on the public markets?

If you want to catch up with all the latest analyses in MyWallSt — including the upcoming Stock of the Month report — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


When Can We Go To Netflix-Land?

Over the past few weeks, Netflix has made some big moves by launching its own merchandise store and signing on the services of none other than Steven Spielberg. Of course, the big question for investors is… when is Netflix-Land opening?

In this episode, we also:

  • Discuss why Ford’s big EV push could change the company’s fortunes.
  • Examine the short report against DraftKings.
  • Talk to the founder and CEO of Masterworks, Scott Lynn, about investing in iconic art pieces.

The Horizon sale has now ended, but if you want to be alerted when the next sales window opens, make sure to register your interest here.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Another AMC Short Squeeze

Another month, another crazy short squeeze on the market. This time, AMC is back in the spotlight with its stock jumping more than fivefold since May. Join the MyWallSt analyst team as we figure out if there is a solid investment thesis behind AMC and question if Reddit-driven short squeezes are the new normal on the market.

In this episode, we also discuss:

  • Etsy’s purchase of Depop for $1.6 billion
  • Twitter’s first subscription service, Twitter Blue.
  • If Nintendo is a good investment opportunity.

Don’t forget to tune in to our brand new podcast series — Get Started: The Beginner’s Guide to the Stock Market. You can also check out our exclusive Stock of the Month podcast, live in the MyWallSt app from Monday, by starting your free trial here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Cybersecurity: The Next Investing Megatrend?

After a series of international hacking incidents over the past few months — including the Colonial Pipeline and the Irish public healthcare service  — it’s becoming increasingly clear that cybersecurity is going to be top of the agenda for every organization over the next decade. As investors, how do we hop on board this growing megatrend? In this episode, we also discuss:

  • How Costco benefits as a business from paying its employees well.
  • Amazon buying MGM Studios and AT&T merging with Discovery.
  • Why sports teams often don’t make good investments.

If you want to catch up with all the latest analyses in MyWallSt — including the upcoming Stock of the Month report — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


WTF Is Going On With This Market?

It’s been a rough couple of weeks on the stock market, with some of the top-performing companies from last year suffering heavy sell-offs. However, the three major U.S. indexes are still close to all-time highs.

What gives!?

Catch up with the MyWallSt analyst team as they explain what’s going on in the current market by looking at three recent earnings reports — The Trade DeskVirgin Galactic, and Etsy.

In this episode, we also:

  • Discuss Peloton’s big product recall and if it’s a concern for investors.
  • Ask why insider selling isn’t as big of a deal as insider buying.
  • And pitch two companies that are not on the MyWallSt shortlist yet — Lovesac and Genius Sports.

If you want to catch up with all the latest analyses in MyWallSt — including the subscriber-only Stock of the Month podcast — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Netflix’s Subscriber Problem

Despite picking up a record number of Academy Awards this year, Netflix is facing some big problems in terms of subscriber growth. Should investors be concerned about dwindling audiences in the face of competition from the likes of Disney, or will the “King of Streaming” keep its throne?

In this episode, the MyWallSt analyst team also discusses:

  • What the UiPath looks like as a potential investment.
  • How Biden’s new tax regime will affect ordinary retail investors.
  • Stitch Fix founder Katrina Lake stepping down as CEO.

And we make an Elevator Pitch for the one retail company that was actually opening stores last year.

If you want to catch up with all the latest analyses in MyWallSt — including access to the brand new Stock of the Month we’re adding on Monday — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Could Apple’s New Update Kill Digital Advertising?

Later this month, Apple is releasing an iOS update that asks users to agree to be tracked by apps on their device. Although this is a big step forward in terms of privacy, how will this change affect the giants of digital advertising like Google and Facebook?

In this episode, we also chat about:

  • Microsoft shelling out $19.7 billion to buy voice recognition technology.
  • Amazon’s recent union trouble and our views on ethical investing.
  • What we think about Blackberry (not good) and Virgin Galactic (very good) as investments.

If you want to catch up with all the latest analyses in MyWallSt — including access to the new stock we’re adding on Monday — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Will We Be Investing in Robinhood?

Love them or hate them, Robinhood’s upcoming debut on the public markets will likely be one of the biggest events of the year. Listen in as the MyWallSt team discuss the company as an investment opportunity and if we would ever consider adding it to our shortlist.

In this episode, we also discuss:

  • Current market conditions and why some stocks are being hit harder than others.
  • Why Teladoc has nothing to fear from Amazon’s incursion into its industry.
  • Why investors shouldn’t blindly follow Cathie Wood and ARK Invest.

If you want to catch up with all the latest analyses in MyWallSt — including access to the upcoming Stock of the Month podcast — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


NFTs: The New Investing Craze

IPOs, SPACs, ETFs — over the last few weeks, the latest acronym on everyone’s lips is NFTs. In this episode of Stock Club, we discover what NFTs are, why so many people are buying them, and speculate if Square might be getting into the NFT game via its recent acquisition of Tidal. We also discuss:

  • Roblox’s recent listing and why we’re very excited about it as an investment opportunity.
  • The reasons why we don’t like WWE as an investment.
  • Why inflation is considered bad news for the stock market.

Plus, Emmet and Rory pitch their wildcard stocks ahead of next Tuesday’s master investing workshop — Wild Cards and World ChangersThis event is free but places are limited, so if you’d like to attend, make sure to register your interest here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Coinbase: Yay or Nay?

It looks set to be one of the biggest floatations we’ve seen with a reported valuation of over $100 billion, but does Coinbase actually look like a good investment?

Listen in as the MyWallSt analyst team pulls apart Coinbase’s S-1 and gives our thoughts on the company as a potential investment opportunity. In this episode, we also:

  • Discuss what “normal” market conditions are exactly.
  • Pitch some of the most interesting companies we are looking at currently, including an old-world turnaround play.
  • And chat to Anna-Sophie Hartvigsen, the founder of Female Invest, about some of the challenges faced by women in the investing world.

If you want to catch up with all the latest analyses in MyWallSt — including access to the upcoming Stock of the Month podcast — start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Where Will the EV Industry Be in 10 Years?

With the rapid rise of companies like Tesla and Nio over the past few years, investors are now trying to figure out what’s next for the EV industry.

On this week’s episode of Stock Club, we chat to Norman Crowley — a serial entrepreneur who has previously worked with Sir Richard Branson and has more recently founded his own electric car company, Electrifi — on what he believes is coming next for the EV industry.

We also chat about:

  • The path Shopify took in becoming the first thirty-bagger on the MyWallSt shortlist.
  • The rumours of a WeWork SPAC and if the business makes more sense now.
  • And our favourite cyclical companies.

If you want to catch up with all the latest analysis in MyWallSt — including our brand new stock pick — make sure to start your free trial here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Ok, Let’s Talk About GameStop

Now that the dust has settled on one of the craziest weeks on the market that we’ve ever seen, it’s time for the MyWallSt team to figure out exactly what happened and what it could all mean for long-term investors.

Plus, how exactly did Emmet manage to pitch AMC right before the short-squeeze!?

In this episode, we also discuss:

  • The reasons why Twitter should become a subscription service.
  • The optimum times of the day to make trades.
  • What we’re planning on doing with our Slack shares.

And the one stock on the S&P 500 that we’d short-sell… if we had to!

If you want to listen to the latest episode of the Stock of the Month podcast, start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Options Trading and TikTok

Over the past couple of months, legions of amateur investors have started placing risky bets on some of the most volatile stocks thanks to advice they’ve gotten from TikTok.

In this episode of Stock Club, we delve into this new craze and figure out if there actually is money to be made, or if it’s all destined to end in tears. We also discuss:

  • The things investors should be aware of under a Biden presidency
  • Why Netflix achieving cash-flow positivity will be a massive achievement
  • The reasons why it’s so difficult to invest in renewable energy stocks

And both Emmet and Rory make their red-hot risky contrarian pitches! 

If you want to check out more great investing content, including our articles on options trading and TikTok, start your free trial with MyWallSt here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Bitcoin Is Back Baby!

It’s just like 2017 all over again. With Bitcoin smashing the $40k mark, investor interest in cryptocurrencies has never been higher.

In this episode of Stock Club, the MyWallSt analyst team tries to figure out why the value of Bitcoin has rocketed up over the past few months and ask if it has now become a good investment opportunity.

We also:

  • Discuss FuboTV and the reasons why people have gotten so upset over the bear arguments against it.
  • Pitch the big investing trends we expect to see in 2021.
  • And chat to a 12-year old investor that’s picking stocks with the best of them!

If you want to listen to the brand new episode of the Stock of the Month podcast going live on Monday, make sure to start your free trial of MyWallSt here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Stock Club’s Big Fat Wrap Up of 2020

What a year that was!

Join the MyWallSt investing team on the last Stock Club of 2020 as they take a look back at some of the biggest stories of the year, including:

  • The decimation of traditional brick-and-mortar retailers.
  • The rise of Zoom and other ‘stay-at-home’ stocks.
  • The rush of IPOs and SPACs we have seen in the second half of the year.

Plus, Emmet and Rory make their big predictions for the stock market in 2021 — including one beaten-down stock that Emmet thinks could become a two-bagger in the next 12 months!

Make sure you don’t miss out on all the great stuff coming to MyWallSt over the holidays either by starting your free trial of our market-beating service here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Oh Slack, What Could Have Been

After last week’s bombshell that Salesforce is buying Slack for close to $28 billion, there were quite a few disappointed analysts around the MyWallSt office. In this episode, we talk about why we’re so annoyed that Slack is being bought out from under us, as well as what we’re going to do with our new Salesforce stocks.We also chat about:

  • The effects a vaccine rollout will have on the market over the next few weeks.
  • If we would ever invest in a company we didn’t actually like.
  • And our favorite brick-and-mortar retailers, including this month’s Stock of the Month selection!

Plus, make sure you don’t miss out on all the great stuff coming to MyWallSt in the next few weeks by starting your free trial of our market-beating service here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The IPO Special

2020 has already been a crazy year, but the last few weeks look set to be something really special as companies like AirbnbDoordash, and Roblox get set to go public. This week, the MyWallSt investing team look at some of the most exciting companies preparing for IPO and pick our favorites from the bunch.

In this episode, we also discuss:

  • The perfect number of stocks you should aim to have in your portfolio.
  • The humanization of pets and the companies riding on the crest of this trend.
  • Our favorite ‘land-and-expand’ businesses.

Don’t forget that there’s still time to register for next week’s FREE master investing workshop — How to Pick Winning IPOs and SPACs in 2021.

You won’t want to miss out on this!

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast


Gambling, Weed, and Ride-Sharing

No, we’re not talking about a great weekend in Vegas. With the world’s attention focused on the U.S. Presidential Election last week, you might have missed some very important developments that will have massive impacts on these three industries. Listen in as the MyWallSt team reviews the changes that have been made and discusses the potential investment opportunities we see out there. In this episode, we also:

  • Ask why the market went so crazy off the news of a potential COVID-19 vaccine.
  • Figure out if now the right time to invest in Pfizer.
  • Give our thoughts on Palantir as an investment.

And loads more of great stuff, including our favorite pick-and-shovel plays

Make sure you don’t miss out on the new stock pick we’re adding to MyWallSt by starting your free trial of our market-beating service here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The World According to Morgan Housel

In this very special episode of the Stock Club podcast, we chat to the critically-acclaimed writer Morgan House about his brand new book, ‘The Psychology of Money’, including:

  • Why studying finance will not necessarily make you a better investor.
  • Morgan’s personal investing plan that he says will allow him to achieve every investing goal he has.
  • The surprising knock-on effect of Coronavirus that has Morgan most worried about the future of the stock markets and humanity’s well-being.
  • How to save like a pessimist and invest like an optimist (and why it’s critical to your financial survival).

Plus, make sure you don’t miss out on all the great stuff coming to MyWallSt in the next few weeks by starting your free trial of our market-beating service here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Death of Cinema

With major theatre chains like AMC and Cineworld already facing imminent bankruptcy due to global pandemic restrictions, Disney has struck another blow to the cinema world by announcing that it is to focus more aggressively on direct-to-consumer streaming with Disney+. Does this herald the death of cinema as we know it? 

In the episode, we also discuss:

  • Apple’s underwhelming iPhone event.
  • Twilio’s new acquisition, Segment.
  • Our favorite ‘razor-and-blade‘ companies.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Future of 5G ft. Jason Moser

MyWallSt is delighted to bring to you a very special episode of Stock Club this week as we welcome The Motley Fool’s Jason Moser onto the podcast. A long time friend and regular correspondent of MyWallSt, Jason and Rory got to sit down and record their first joint podcast.

In this episode, we also chat about:

  • Jason’s new ‘Next Generation Supercycle‘ service at the Motley Fool which focuses on 5G technology.
  • Emerging trends in the Fintech space
  • The Teladoc/Livongo Merger
  • How travel makes you a better investor

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Apple’s ‘Peloton-Killer’

After having an incredible 2020 so far, Peloton stock took a hit earlier this week after Apple unveiled its own fitness subscription service — Apple+. Should Peloton shareholders be worried by this challenge from the world’s most valuable company?

In this episode, we also chat about:

  • The incredible fraud charges being leveled against Nikola Corp
  • Oracle winning the race to nab TikTok
  • And the reasons why traditional valuations metrics don’t really work in the modern market.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is Zoom Overvalued?

After one of the most spectacular quarterly reports in recent memory — including a 355% jump in revenue — Zoom is now touching all-time highs. What contributed to such a performance, what does the company need to do next, and is the stock too expensive at today’s prices?

In this episode, we also discuss:

  • The road to recovery for three companies — Trip.comEventbrite, and Vail Resorts — that were hit hard by the pandemic.
  • The investing lessons we can learn from the game of poker.
  • And the two companies at all-time highs that we’d still invest in today.

Make sure you don’t miss out on all the great stuff coming to MyWallSt in September. Sign up for your free trial here.

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MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The 3 Most Important COVID Company Earnings

In this week’s episode, the MyWallSt analyst team looks at the earnings reports from 3 companies — Home Depot, Trupanion, and Sea Limited — which show the full effects of the COVID-19 lockdowns. We also discuss:

  • The brewing battle between Apple and Epic Games, the owners of Fortnite.
  • The reasons why stock splits shouldn’t boost the share prices of companies like Tesla.
  • The 2 companies that we think should buy TikTok (and no, neither is Twitter!)

If you want to check out the brand new stock that we’ve added to our market-beating shortlist, sign up for your free trial of MyWallSt here.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Teladoc and Livongo: Deal of the Year?

Before the COVID-19 pandemic, the combined market cap of Teladoc and Livongo was about $10 billion. Now that they are merging together in a deal announced earlier this week, the new company will have an estimated value of close to $40 billion.

Why has the value of these healthcare companies jumped so much and is this deal good news for investors?

In this episode of Stock Club, we also discuss:

  • The reason why Microsoft might be the only company allowed to buy TikTok.
  • Big Tech and their virtual antitrust hearing.
  • The lessons we can learn from the Dotcom Crash.

Listen on Apple Podcasts | SpotifyGoogle PodcastsStitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Lemonade: 2020’s Hottest IPO

Although 2020 has failed to become the IPO-frenzy that was expected, one company — Lemonade — has shot up more than 180% since it went public earlier this month. What exactly does Lemonade do and can we expect to see it added to MyWallSt’s market-beating shortlist any time soon?

In this episode, we also chat about:

  • The recent Twitter hack and the company’s plans for a subscription service.
  • Why Netflix now has a co-CEO
  • Which payments company is a better buy — Mastercard or Visa?

Listen on Apple Podcasts | Spotify Google Podcasts Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Tesla’s Biggest Threat: Elon Musk?

As Tesla becomes the world’s most valuable automaker, eccentric CEO Elon Musk has started antagonizing the SEC on Twitter… again. Could his behavior put the success of the whole company in jeopardy?   In this episode, we also chat about:

  • Lululemon’s new acquisition and the future of connected fitness.
  • Why the purchasing of Postmates won’t help Uber out of its unprofitable hole.
  • The Long-Term Stock Exchange.

Listen on Apple Podcasts | Spotify Google Podcasts Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is It Too Late to Invest in Shopify?

Less than four years after we first picked it, Shopify has become the first 20-bagger — stock to grow 20-fold in value — in the MyWallSt shortlist. Listen in as the team discusses the incredible success of Shopify over the past few years and asks if it’s too late to invest in the company now. In this episode, we also:

  • Explain the reasons why we don’t give stock tips.
  • Discuss what option-trading is and the dangers involved with it.
  • Pick which FAANG stock we would invest $10,000 in and hold for 15 years — and which one we would avoid.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


The Lowdown on Nikola Motors

In a week where Tesla Motors briefly became the most valuable automaker on the planet, the new kid on the EV block — Nikola Motors — has stolen the limelight. How has this company captured a $25 billion market cap despite making $0 in sales so far?

In this episode, we also discuss:

  • The reasons why the stock market doesn’t reflect economic realities in the U.S. at the minute.
  • Why bankrupt companies like Hertz are popping more than 800%.
  • The latest updates on Stitch Fix.
  • And how much cash you should keep in reserve in your portfolio

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


What Happens If Chinese Companies Get Delisted?

Tensions between the U.S. and China are growing again after a bill passed the U.S. Senate that could force Chinese companies to give up their listings on American stock exchanges. Should investors in companies like AlibabaBaidu, and JD.com be concerned?

In this episode, the MyWallSt team also discusses:

  • Why Spotify’s $100 million deal with Joe Rogan could change the face of the podcasting industry.
  • How important Facebook’s new ‘Shops’ platform will be for the future of the social media giant.
  • Why April was one of the best months on record for companies in the gaming industry like Take-Two Interactive and Activision Blizzard.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Why Has The Nasdaq Recovered So Well?

Since its March lows, the Nasdaq Composite has recovered much better than both the S&P 500 and the Dow Jones — now sitting just a few percentage points off its all-time highs. Why has this tech-heavy index bounced back so well and is there a danger of another sell-off?

In this episode, we also discuss:

  • Warren Buffett and Berkshire Hathaway getting rid of airline stock.
  • How good Peloton is looking as an investment at the minute.
  • The dangers of investing in pharmaceutical companies like Gilead Sciences.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


One of Our Favorite Stocks for a Post-COVID World

How long the COVID-19 pandemic lasts is anyone’s guess, but one thing for certain is that the way in which we live our lives when we emerge from this will be very different. In this episode of Stock Club, Emmet discusses why he thinks Atlassian will become increasingly important in the world of tomorrow.

The team also discusses:

  • Why food delivery companies like UberEats are not benefiting as much as it appears during lockdown.
  • The DraftKings IPO and the gambling landscape in the U.S.
  • What happens when a company you invested in gets acquired.
  • The tools we use to research potential investments.

Plus two companies not in the MyWallSt shortlist that we’re looking at right now.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is Disney in Big Trouble?

First published: April 17, 2020.

The past few months have been pretty tough for Disney, with all of its theme parks closed indefinitely and its 2020 movie roster delayed. Now that shares in the company are down more than 30% from recent highs, is it time to grab a bargain with Disney or are shareholders in for more pain?

In this episode, we also discuss:

  • Which company earnings we’ll be looking closely at over the next few weeks, including Zoom and Slack.
  • Berkshire Hathaway and Warren Buffett’s investing style.
  • The power of network effects for products like RevolutVenmo, and the Cash app.

And pick our favorite contrarian investments of the moment.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Wait, Was That the Bottom?

First published: April 3, 2020.

On this week’s episode of Stock Club:

  • We ask if the market is on the way back up after the fastest bear market in history.
  • Figure out which companies will be beneficiaries of the COVID-19 pandemic, including food delivery services like Uber Eats and big tech giants like Amazon and Facebook.
  • Talk about Pure Storage, our latest Company We Never Talk About.
  • Discuss the criteria we use in picking stocks for the MyWallSt shortlist.

…and pick two of our favorite investing podcasts that aren’t Stock Club! 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Is This the Best Buying Opportunity of the Decade?

First published: March 20, 2020.

In this ‘Self-Isolation Special’ episode of the Stock Club podcast, the MyWallSt team reflects on the madness of the markets over the past few weeks and figures out if now is the right time to buy.

We also discuss:

  • The benefits of investing in the S&P 500.
  • What a circuit breaker is and how it works.
  • Our thoughts on Twitter as a company and an investment.

And tell you how we manage to stay calm during a panic!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Can We Blame Coronavirus for the Market Sell-Off?

First published: March 6, 2020.

It’s been a tough few weeks for investors after the market entered into its fastest correction since the Great Depression — down more than 10% in just six consecutive days. But can we blame all of this on the coronavirus?

The team also discusses:

  • Bob Iger stepping down as CEO of Disney.
  • The ‘Company We Never Talk About’ — Mercado Libre.
  • Is iRobot a tech company? (Based on this article by Ben Thompson).
  • The companies that might benefit from the rise of gambling in the U.S.

And the two private companies we’re hoping will go public.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.


Where Did It All Go Wrong For Under Armour?

First published: February 21, 2020.

Under Armour was once the darling of Wall Street — a tech-savvy sportswear company taking on the like of Nike and Adidas. Now, its stock has fallen close to 70% from its all-time highs and the future looks uncertain. Where did it all go wrong for them?

In this episode, the MyWallSt team also chat about:

  • Facebook trying to rip off another company with its new app, Hobbi.
  • The incredible growth of Zillow’s Offers business.
  • And two traditional retailers that will weather the e-commerce storm.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Picking Our Next Ten Baggers

First published: February 7, 2020.

In this episode of the Stock Club podcast, the MyWallSt team:

  • Analyze the effects of the coronavirus panic on the stock market
  • Ask if Shopify is overvalued at the moment
  • Pick 2 companies that we think could be the next ten baggers from the MyWallSt shortlist

Listen on Apple Podcasts | Spotify | Google Podcasts Stitcher


Why Does Warren Buffett Have $128bn in Cash?

First published: January 24, 2020.

In this episode of Stock Club, the MyWallSt team talk about:

  • Tesla becoming a $100 billion company
  • Teladoc’s new acquisition and what it means for the company
  • Why Warren Buffett has $128 billion in cash

Plus, we have more Baby Yoda news!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Is the Next Recession Coming in 2020?


First published: January 10, 2020.

In the first episode of Stock Club for 2020, the MyWallSt analyst team:

  • Looks at the likelihood of the next recession hitting this year.
  • Explains why Ericsson is our favorite stock for the rise of 5G.
  • And picks 2 stocks that we’d most like to add to our market-beating shortlist over the next 12 months.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Stock Club’s Big Fat Wrap Up of 2019

First published: December 27, 2019.

WeWork, Huawei, Spotify, Beyond Meat — It’s the final episode of 2019, so tune in as the MyWallSt analyst team discuss the most impactful stories from the market over the past year, the companies that had the biggest impact on our lives, and give our predictions for 2020.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Peloton or Planet Fitness? Our 2 favorite fitness stocks

First published: December 13, 2019.

Catch up with the MyWallSt team as we talk about the big leadership change at Google, Elon Musk’s new Cybertruck, and our favorite 2 fitness stocks on the market at the minute.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 companies we think Warren Buffett should buy

First published: November 29, 2019.

In the brand new episode of Stock Club, the MyWallSt team discuss the acquisition of Tiffany & Co by Louis Vuitton, the implications of Uber losing its London license, and the two stocks we think Warren Buffett should buy with his $128 billion cash pile.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Softbank’s $6.5 billion loss

First published: November 15, 2019.

In the latest episode of the Stock Club podcast, we discuss the reasons behind Softbank’s first quarterly loss in 14 years (plus this bizarre presentation from the company’s early days), talking about the world’s most profitable company going public, and pick two megatrends that we think will be most influential over the next 10 years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 companies that might soon be acquired

First published: November 1, 2019.

With so many acquisition rumors swirling around, listen in as the MyWallSt team pick 2 companies that they think could be future acquisition targets. 

We also chat about Twitter banning political advertisements from its platform (and what this might mean for Facebook) and take a deeper look into iRobot to see what has gone wrong lately. 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


The collapse of Facebook’s Libra cryptocurrency

First published: October 18, 2019.

Listen in to the Stock Club podcast as the MyWallSt team talk about the current troubles that U.S. companies are having in China, the collapse of Facebook’s Libra project, and the difficulties of investing in socially responsible companies.

Out of our 10 best-performing stocks, we also pick 2 that we think have a lot more room left to grow over the next few years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Our 2 favorite payment stocks

First published: October 4, 2019.

In this episode of Stock Club, the MyWallSt investing team talks about the events that led to the cancelation of WeWork’s IPO, the real story behind McDonald’s and Beyond Meat partnering up, and picks 2 of our favorite payment companies that we think will be great long-term investments.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Why did WeWork cancel its IPO?

First published: September 20, 2019.

After unveiling big plans for its public listing, WeWork has now postponed its IPO under a cloud of controversy. In this episode of Stock Club, we look at the things that went wrong for WeWork and figure out where it’s going next.

Plus, our analyst team also dissects Apple’s most recent launch event, talks about one of the best REIT dividend stocks around, and asks why people buy gold instead of stocks.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Why did Ulta Beauty fall 30%?

First published: September 6, 2019.

In this week’s episode of Stock Club, the MyWallSt investing team talks about Peloton’s impending flotation on the Nasdaq, discusses the reasons behind Ulta’s dramatic 30% drop, and picks out 2 companies that surprised us most with their impressive performance over the past few years.

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


We Need To Talk About WeWork…

First published: August 23, 2019.

On this week’s episode of Stock Club, we dig deeper into Uber’s whopper $5 billion loss, talk about our experiences with Joel Greenblatt’s ‘magic formula’ for beating the market, and try to figure out what WeWork’s S-1 filing actually meant. 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


3 Reasons Why Spotify Is Becoming A Great Investment

First published: August 9, 2019.

What has caused Shopify’s incredible success over the past few years? What on earth happened to 2U that caused its stock to drop 66% in one day?

And why is Spotify starting to look like it could be a great long-term investment opportunity? Listen in now as the MyWallSt team answers these questions, and more!

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


3 Stocks, 10 Years — Where Will They Be?

First published: July 26, 2019.

In this episode of Stock Club, our analysts pick three companies and give a big prediction for where the company will be in 10 years. The team also talks about Netflix losing popular series ‘The Office’ and ‘Friends’ and why Slack shouldn’t fear Microsoft Teams.  

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


2 Companies To Invest In If Big Tech Breaks Up

First published: July 12, 2019.

Catch up with the MyWallSt team as they talk about Facebook’s content moderation issues (Three Facebook moderators break their NDAs to expose a company in crisis), the companies trying to tackle the healthcare problem in the U.S. (The Hidden Cost of GoFundMe Health Care), and the 2 subsidiaries we’d be most excited to invest in if Big Tech was to break up. 

Listen on Apple Podcasts | Spotify | Google Podcasts | Stitcher


Looking for older episodes of the Stock Club podcast? Click here to access all of our episodes back to January 2018.